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Invesco S&P 500 Top 50 ETF

48 hedge funds and large institutions have $232M invested in Invesco S&P 500 Top 50 ETF in 2013 Q2 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

433.12% more ownership

Funds ownership: 0%433.12% (+433%)

Holders
48
Holders Change
+48
Holders Change %
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.3M +$52.8M +4,598,250 New
Bank of America
2
Bank of America
North Carolina
$43.6M +$44M +3,832,480 New
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$40.6M +$41M +3,567,260 New
Wells Fargo
4
Wells Fargo
California
$12.9M +$13M +1,135,090 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M +$11.4M +991,560 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$10.8M +$10.9M +950,660 New
RCM
7
Rivernorth Capital Management
Florida
$10.2M +$10.3M +899,630 New
U
8
UBS
Switzerland
$8.59M +$8.67M +754,740 New
SNC
9
Stifel Nicolaus & Co
Missouri
$7.52M +$7.59M +661,470 New
JIC
10
Johnson Investment Counsel
Ohio
$5.47M +$5.52M +481,010 New
CS
11
Credit Suisse
Switzerland
$5.28M +$5.33M +463,880 New
BCI
12
Brinker Capital Investments
Pennsylvania
$3.36M +$3.39M +295,000 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.13M +$2.15M +187,070 New
LPL Financial
14
LPL Financial
California
$1.85M +$1.87M +162,770 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.82M +$1.83M +159,750 New
DS
16
DRW Securities
Illinois
$1.72M +$1.74M +151,520 New
KCG
17
Knight Capital Group
$1.29M +$1.3M +113,040 New
RJA
18
Raymond James & Associates
Florida
$1.21M +$1.22M +106,620 New
PAG
19
Pinnacle Advisory Group
Maryland
$987K +$996K +86,720 New
CWM
20
Concert Wealth Management
California
$865K +$870K +75,740 New
HighTower Advisors
21
HighTower Advisors
Illinois
$757K +$764K +66,500 New
Comerica Bank
22
Comerica Bank
Texas
$705K +$712K +62,000 New
Goldman Sachs
23
Goldman Sachs
New York
$674K +$680K +59,270 New
KIA
24
KCM Investment Advisors
California
$650K +$656K +57,150 New
SG Americas Securities
25
SG Americas Securities
New York
$628K +$634K +55,180 New

XLG Hedge Fund Activity: Q2 2013 in Review

48 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q2 2013, worth a combined $232M.

Buyers outnumbered sellers: 48 funds opened new XLG positions and 0 closed out — a net gain of 48 holders — while 0 added to existing stakes and 0 trimmed.

  • 48 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $232M of Invesco S&P 500 Top 50 ETF stock for Q2 2013.
  • 48 funds opened new Invesco S&P 500 Top 50 ETF positions in Q2 2013 and 0 closed out, a net change of +48 holders.

Based on aggregated 13F filings for Q2 2013.